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McAdams Wright Ragen’s Royal Bank of Canada RY Stock Holding History

McAdams Wright Ragen’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$255K Buy
3,581
+7
+0.2% +$515 0.01% 359
2014
Q2 		$255K Sell
3,574
-992
-22% -$67.3K 0.01% 332
2014
Q1 		$301K Buy
4,566
+708
+18% +$45.8K 0.02% 298
2013
Q4 		$259K Buy
+3,858
New +$256K 0.02% 307

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

McAdams Wright Ragen's RY Position: Q3 2014 in Review

McAdams Wright Ragen increased its Royal Bank of Canada (RY) stake by 0.2% in Q3 2014, buying an estimated $515 and bringing the position to 3,581 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #359.

McAdams Wright Ragen first reported a position in RY in Q4 2013 and has held it in 4 quarters since. The position peaked at $301K in Q1 2014. 384 funds tracked by Wall St. Rank hold RY as of Q3 2014.

  • McAdams Wright Ragen held 3,581 shares of Royal Bank of Canada worth $255K as of Q3 2014.
  • McAdams Wright Ragen bought 7 Royal Bank of Canada shares in Q3 2014, an estimated $515.
  • Royal Bank of Canada made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #359 holding.
  • McAdams Wright Ragen first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 4 quarters since.
  • McAdams Wright Ragen's Royal Bank of Canada position peaked at $301K in Q1 2014.
  • 384 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.